Feature Detail
Broker Directory
A searchable broker relationship directory for finding, filtering, saving, rating, and following up with brokers.
Access type
Available as protected broker intelligence/search workflows; public demo uses fictional broker examples.
Open Matching DemoDiscuss Partnership FitWhat it is
A searchable directory of broker companies and relationship records.
Who uses it
Carriers and dispatchers evaluating which brokers to work with and which to avoid.
Problem and value
Problem: Without a directory, users repeat research, lose notes, and miss follow-up opportunities.
Value: It makes broker relationship information reusable and easier to act on.
Launch availability
Available at launch where listed for the user’s role and plan. Public pages provide explanation and fictional demos; protected member features require sign-in and role access.
Ownership and providers
Core workflow organization is Entirety360 Core-owned. External data, delivery, insurance, factoring, routing, traffic, messaging, calendar, and provider services may involve approved third-party providers, and separate provider fees may apply.
Safe demo displays
The matching demo uses fictional records, local demo actions, and sample status updates only. It does not expose protected records, real contacts, payments, SMS, private documents, or protected controls.
Information the user sees
- Company name
- contact visibility rules
- freight categories
- lane interests
- status
- ratings
- saved brokers
- notes
- follow-up timing
Information the user can add or change
- Save broker
- relationship status
- notes
- ratings
- follow-up reminder
- tags
Realistic workflow
- Search or filter brokers
- open a sample profile
- save useful brokers
- add private notes
- set follow-up
- export a filtered list when appropriate
Screen layout
- Directory search
- company filters
- broker cards
- saved status
- relationship notes
- follow-up panel
Actions available
- Search
- filter
- save
- add note
- set reminder
- export selected/filtered records
Reminders and alerts
- Broker call-back reminder
- overdue relationship follow-up
- opportunity response reminder
Import / export status
CSV import/export is appropriate for broker contact lists with required-field checks and duplicate review.
Next step
View the broker contact notes demo path or submit a partnership inquiry.